Remote Financial Planning Administrator & Client Lead

Advice to Talent; Cebu City; On-site; PHP 502,000 - 558,000; Full time

Benefits offered by this job

100% remote

Job summary

Advice to Talent is seeking an experienced Client Service Officer / Financial Planning Administrator to support an Australian financial planning practice. You will manage the client lifecycle from onboarding to reviews, and coordinate SOA/ROA paperwork, insurance and investment applications, with strong CRM data management.

The role is 100% remote, based in Metro Cebu or nearby Cebu province, offering a long-term placement and a competitive PHP 45,000–50,000 monthly salary based on experience.

Qualifications

• 3+ years of experience in a Client Service Officer, Financial Planning Assistant, or Paraplanning Support role in the Australian financial planning industry.
• Solid understanding of the end-to-end financial planning client lifecycle from onboarding through to ongoing review and retention.
• Experience preparing and lodging SOA/ROA paperwork and coordinating insurance or investment applications.

Responsibilities

• Create and maintain accurate client records in CRM systems (e.g. Xplan, Worksorted, Salesforce) from introduction and discovery calls.
• Set up digital fact-finding through platforms such as MyProsperity.
• Maintain organized client and administrative files for accessibility and compliance.
• Prepare Discovery Presentations, portfolio reports, and product comparison research to support SOA/ROA preparation.
• Update risk profiles and conduct risk research to support tailored advice.
• Prepare implementation paperwork and checklists based on SOA/ROA recommendations.
• Coordinate implementation by liaising with clients and providers, lodging applications, and following up until policies or investments are in force.
• Process insurance alterations (payment authority changes, cover reductions, cancellations, client detail updates).
• Monitor client timelines for 6-month and 12-month reviews and proactively schedule these.
• Generate and process client invoices tied to SOA, implementation, and review meetings.

Skills

Client service

CRM management

SOA/ROA processing

English communication

Tools

Xplan

Worksorted

Salesforce

WealthEye

MyProsperity

Job description

Advice to Talent is seeking an experienced Client Service Officer / Financial Planning Administrator to support an Australian financial planning practice. You will manage the client lifecycle from onboarding to reviews, and coordinate SOA/ROA paperwork, insurance and investment applications, with strong CRM data management.

The role is 100% remote, based in Metro Cebu or nearby Cebu province, offering a long-term placement and a competitive PHP 45,000–50,000 monthly salary based on experience.